Financial Analysis
A deep dive into your business and your financials is the key starting point for working with Farrell Financial. Understanding where you’ve been and where you are now will allow our certified CFOs to help you understand where you are going! Business drivers and performance our analyzed each month to make sure you are making progress towards your goals.
Forecasting
A thorough forecast that takes into account all profitability and cash flow drivers is critical in having a grounded understanding and confidence in the direction of your business. Each month, we will update your forecast based on recent performance making sure you understand your numbers and the direction you are headed.
Budgeting & Goal Setting
If you don’t have something to aim for how can you ever expect to achieve anything? That is why from the beginning we start with what you want to get out of your business. What are YOUR goals? From there, we will create a budget and targets for all key drivers of your business and will track them monthly.
Cash Flow Management
Maintaining consistent, positive cash flow should be the #1 priority of any business. If you run out of cash, your doors close. We forecast and monitor your cash flow drivers on a monthly, quarterly, and annual basis depending on the specific needs of your business.
Strategic Business Planning
After we’ve established your short and long term goals & objectives, we will come up with action plans together that will lead to successful outcomes. Each month we monitor your progress and alignment with these objectives and formulate strategic action plans to address any potential issues.
Accountability
Working with us, you'll have an accountability partner for your business. Together, we'll keep an eye on your financial trends, brainstorm ideas for continued growth and success, and ensure that you stay on track towards your business and personal goals. Seeing you succeed and flourish is our ultimate validation.
Ready to transform your business?
Book a free strategy call with a Farrell Financial Certified CFO.
